Alumni shared their overall journey since graduating from the Sheridan program, especially the rigorous exam experience of the CFP Level 1 Exam. Several graduates shared their personal study techniques and exam focus for the month leading up to the exam which is only written twice a year in June & December. Matthew Sears has written Phase 2 (The Capstone Exam) and Lindsay Chisholm is now preparing for the same exam, shared their thoughts on preparation techniques.

Ample time was available for questions, and especially for students to engage in some one-on-one networking with the alumni once the formal presentations were completed.

“Alumni and students have all expressed satisfaction at having had the opportunity to present, share and to listen,” said Program Advisor Sidney Liburd.

Liburd also had special thanks for the alumni, who without hesitation when asked, agreed to give up their personal time to share their various experiences with the current Financial Planning students. Each alumni took the time to emphasize that not too long ago they sat in the same classrooms as the current students.